In the last quarter, Fairholme Capital Management added 3 stocks among other transactions.
Stocks are mixed, though if the relative outperformance of the Dow continues the index may be able to continue its 6-day streak of new closing highs.
Mosaic is upgraded to 'outperform,' and General Electric is downgraded to 'neutral.'
Disappointing data from both countries undermined last week's optimism, as markets also digested the European country's downgrade to BBB+ by Fitch.
Speculators can play a rebound in housing via these stocks.
Stocks are mixed as earnings season begins in earnest with some of the country's largest financial institutions reporting fourth-quarter results.
Time Warner is upgraded to 'overweight,' and Micron is downgraded to 'sector perform.'
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All hail the bull market, which ended the week with a big rally. But it also is starting to look a little like 1987, which suffered an epic blow-out.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
The IRS is struggling to combat identify thieves who file fraudulent tax returns in the names of older residents who don't need to file.